Investment Q&A

Q: Good Afternoon, could I get a few of your favorite material stocks as of right now in each of the US, Canada, and Global if applicable.

thx, Mark

Q: I am a very disgruntled customer after seeing my seeing my rrsp account (ETF STOCK NAME REMOVED) go from a gain to a loss due a notional payment/distribution (AKA phantom payment) causing my adjusted cost base to increase by $1.24. If my account wouldn't have shown a loss I wouldn't have picked up on this. After talking to your help line I am even more dissatisfied.
What is a notional payment?
It is a distribution declared by a fund or trust where no cash is paid to unit holders, but is considered taxable at the time it is declared. Notional payments are declared to avoid paying taxes on income earned within a fund or trust, but where the fund manager does not wish to deplete the resources of the fund or trust by paying distributions in cash. Notional distributions, sometimes called “phantom distributions” are taxable in the year declared, and will increase the adjusted cost base (ACB) of the security. You can usually identify a notional payment by looking for a TXPDDV payment, followed by a DRIP debit, for 0 shares.
If I understood what (ETF COMPANY NAME REMOVED) is doing with these so called distributions I would have never bought the etf as it makes such a small interest rate and then my adjusted cost base goes up by $1.24 by this phantom distribution causing a loss in(ETF STOCK NAME REMOVED). I am better off keeping cash in my account than holding (ETF STOCK NAME REMOVED).
This practice of passing on phantom distributions and causing losses to customers seems like a sneaky under handed way to pass on costs to keep your MER lower. I have lost trust in (COMPANY NAME REMOVED) ETF's.

Q: I'm over weight Canadian financials but only hold two insurance companies - SLF and IFC.
Would they move in a similar fashion? Or do they focus on different insurance spheres? Would it be good keep both?
Thanks
Robert

Q: In my observations of your answers to members questions about US stocks, I always note which US stocks the staff has invested in. I'm curious as to how those stocks would be categorized. Would the majority of those stocks be classified as being in a Growth, Equity or Income portfolio, as are the Canadian stocks. Is it safe to assume that several or a majority of the US stocks the staff has invested in would be candidates for inclusion in the i2i Fund?

Q: Hi,
Looking at Urbana's NAV ($6), it is reported by the company to be roughly twice the stock price ($3). I bought this stock years ago because the NAV was higher than the stock price, but this discrepancy, and my bewilderment, has only grown.
They like exchanges, and have real assets and privately held assets. Am I ok to increase my underweight position in this name?

Q: PHX energy announced this morning an increase in their capital budget. What are your top recommended oil and gas drillers in the large, medium and small cap space ( Canadian listed)?
Thanks.

Q: looking at to buy a stock in auto industry.
your preference re linemar, magna, martinrea, or wd buying a sales of autos co., ie, auto canada be better. your opinion and any other view/suggestion wd be helpful and appreciated
thank u
John

Q: Stock going sideways and down last six months, from 74.75$ to 59.20$ now.
Your thoughts would be appreciated,
tks
Sherrill

Q: Hi.
I bought GSY last year March - April when “the baby was being thrown out with the bath water”. My average cost was about $30. I sold at around $100. After I sold , I realized I did the most foolish thing. I didn’t need to sell , so why did I, was the question that kept bugging me. I sometimes can’t fathom why I do foolish things with my stocks. I told myself it’s not the end of the world and I can still buy the stock at around $127.( today’s price-April 9th). This time i Intend to hold for at least 5 years, or even longer. What are your thoughts on GSY over the next 3-5 years?
Thanks ,

Q: What would you think a top price should be paid at this time???

Q: Hey there May I have your thoughts on Seaboard
Thanks again

Q: Given 92% of the world's leading edge chips are manufactured in Taiwan, and China's accelerating efforts to retake the island, what companies would benefit if the US decides to build capacity in semiconductors?
Any Canadian candidates?

Q: Is this not severely undervalued based on historical and projected growth?

Q: Can you comment on today's news release, and on the company's outlook in general?

Q: How do you determine which Exchange to use? In your latest report, you recommended Magellan Aerospace Corporation, it's on the TSX and the NEO. Is one exchange better to use than the other. Also, Stock like Shopify is on the TSX and the NYSE. I use the TSX because it's Canadian, but the Canadian Exchanges don't show pre market numbers, I like referencing the US exchange. Am I correct to assume if the stock is moving up pre market in the NYSE it will do the same when the Canadian Market opens? Thanks,

Q: Hello. Looking at buying US cannabis ETF. But, I see this under MSOS Holdings:

BlackRock Liquidity Funds Treasury Trust Institutional TTTXX 43.13%

Seems like a large percentage is invested in US treasuries that would not be growing very fast (dead money?); what are your thoughts on this and the MSOS ETF in general.

Holdings of similar MJ ETF are names I more readily recognize (TLRY, CRON, WEED, APHA,...), so maybe that's the way to go?

Thank you.

Q: 18% pop today--any news?

Q: Which one to go and which one to keep.
AEM,ABX,WEED,CJT,GRN,KEL,QST,REAL,SMT,XBC,YRI

Q: Hi Peter & 5i,
What do you think is the probability that Rogers forces Shaw to redeem these Preferred shares come June as per the purchase agreement?
I'm thinking it's almost 100%. If Rogers doesn't force the redemption then it would be an indication that Rogers is not sufficiently certain the deal will go through. And it's so early in the whole purchase process that the preferred share redemption almost has to happen?
Your thoughts please.

Q: They are all high-paying dividend stocks, but I want to know why BCE consistently has a higher dividend. Is it because the market is reflecting that BCE doesn't have good growth prospects or are people missing something. Seems like they have at least similar prospects as Rogers (while I know Telus is doing many things outside of telecom so might deserve a higher valuation and lower dividend.)